Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$816M
2
+$313M
3
+$312M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$284M
5
MSFT icon
Microsoft
MSFT
+$272M

Top Sells

1
+$2.05B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$491M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3851
$1.02M ﹤0.01%
69,794
+12,870
3852
$1.02M ﹤0.01%
274,734
-562,453
3853
$1.01M ﹤0.01%
193,930
+37,276
3854
$1.01M ﹤0.01%
64,152
+5,987
3855
$1.01M ﹤0.01%
61,458
-17,312
3856
$1.01M ﹤0.01%
76,781
+16,589
3857
$1.01M ﹤0.01%
195,774
-292,738
3858
$1.01M ﹤0.01%
36,251
-627,176
3859
$1.01M ﹤0.01%
11,872
-11,027
3860
$1.01M ﹤0.01%
114,260
+68,659
3861
$1.01M ﹤0.01%
39,852
+20,301
3862
$1M ﹤0.01%
57,841
+14,815
3863
$1M ﹤0.01%
86,502
+16,279
3864
$1M ﹤0.01%
152,983
-934
3865
$1M ﹤0.01%
52,816
-58,852
3866
$1M ﹤0.01%
78,456
-541
3867
$998K ﹤0.01%
87,546
-85,218
3868
$997K ﹤0.01%
30,361
-40,337
3869
$996K ﹤0.01%
35,371
+34,407
3870
$996K ﹤0.01%
131,865
-42,565
3871
$995K ﹤0.01%
22,799
-20,366
3872
$995K ﹤0.01%
39,389
+18,482
3873
$995K ﹤0.01%
26,043
-420
3874
$995K ﹤0.01%
21,251
-7,465
3875
$993K ﹤0.01%
50,142
-18,427
153 154
155
156 157